Sanchez Wealth Management Group Portfolio Holdings by Sector

Sanchez Wealth Management Group

$341 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs JHML SPY IWF DGRW IVV MTUM COWZ QQQ 28 stocks	$325,421 95.38% of portfolio	21	6	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4,335 1.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$3,430 1.01% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX UNP 2 stocks	$1,648 0.48% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare TECH 1 stocks	$1,239 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$1,045 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$813 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services LPLA 1 stocks	$552 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$502 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$430 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$399 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY 1 stocks	$307 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$291 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$288 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$253 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$227 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts

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